1040SCAN ORGANIZE

1040SCAN ORGANIZE automatically bookmarks and organizes standard 1040 and 1041 source documents. Tax returns are then prepared and reviewed using SPbinder, our advanced paperless workpaper system.

Key Benefits:

- Recognizes more standard documents than all other OCR solutions on the market. View the document coverage  list FAQ for details.
- Reduces time spent creating tax workpapers.
- Identifies missing source documents.
- Promotes workpaper standardization.

*Includes SPbinder

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1040SCAN PRO

In addition to automatically bookmarking and organizing standard 1040 and 1041 source documents, 1040SCAN PRO extracts data from those documents and exports to your tax software (CCH Axcess Tax, CCH Global fx Tax, CCH ProSystem fx Tax, GoSystem Tax, Lacerte, UltraTax). Workpapers are then prepared and reviewed using SPbinder, our advanced paperless workpaper system.

Key Benefits:

- Recognizes more standard documents than all other OCR solutions on the market. View the document coverage  list FAQ for details.
- Provides all the benefits of 1040SCAN ORGANIZE
- All data from standard documents can be exported to tax software
- Ensures accuracy by providing tools to facilitate the review of tax data
- Automatically calculates state exemption for tax exempt interest
- Eliminates the importing of duplicate data
- Reduces data entry time by exporting to tax software

*Includes SPbinder

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1040SCANverify

1040SCANverify is a combination of software and service. With our 1040SCAN PRO software, data must be verified for accuracy before it gets exported to tax software (CCH Axcess Tax, CCH Global fx Tax, CCH ProSystem fx Tax, GoSystem Tax, Lacerte, UltraTax). Our 1040SCAN PRO customers perform this verification "in-house". With 1040SCANverify, we perform the verification for you.

Key Benefits:

- Recognizes more standard documents than all other OCR solutions on the market. View the document coverage  list FAQ for details.
- Provides all the benefits of 1040SCAN PRO
- All data from standard documents verified and ready for export to tax software
- All standard documents organized and bookmarked
- One business day turn-around during peak season**

*Includes SPbinder
** Peak season: Feb. 15 - Apr. 15; Sep. 15 - Oct. 15

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What Customers Are Saying About 1040SCAN

  • 1040SCAN PRO is at the core of a highly efficient workflow. It is the elite software in its class.

    Crissie Landry, CPA LaPorte CPAs & Business Advisors
  • 1040SCAN has helped us to standardize our workpapers, while moving the scanning and verification to administrative staff, freeing up professional staff to get the tax files done in less time.

    Barbara Cooper, CPA, MBA Cooper Associates, LLC
  • 1040SCANverify can be a lifesaver for extensions. If you’re in a crunch and you need to quickly calculate an extension payment for clients that have primarily standard documents, it [1040SCANverify] can quickly calculate the tax liability.

    Beth Attebery, CPA The Henry Levy Group, A CPA Firm
  • With SPbinder, preparers can create open items and other notes that are automatically linked to the related workpapers. Then they can export the notes to email. Then I can get the email as the partner-in-charge, I can open SPbinder and quickly go to those pages and answer the questions, and leave a trail showing that it was me who answered it. So that was a process that gained efficiency.

    Jeff M. Lawson, CPA, MST Stoy, Malone & Company, P.C.
  • The decision to center our tax workflow process around SurePrep will prove to be one of the most important choices in the history of our firm.

    Adam Wolfe Bobby Medlin CPA
  • 1040SCAN did an excellent job of getting all the numbers out of brokerage statements… We could very easily get through multi-page Schedule D’s and out of maybe five or six hundred numbers that have to be imported into the return, there were only two or three numbers that had to be changed (in verification). So it was highly accurate.

    Paul Sevigny, CPA, CVA, CFA Stoy, Malone & Company, P.C.
  • 1040SCAN PRO has bookmarked the whole file, perfectly entered interest, dividends and it’s done. With 1040SCAN PRO I’d say that I easily saved 50-75% of my time.

    Susan Shusko, CPA